Position in WY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,161,496
+$136,609 QoQ
Shares Held
48,517
+15.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MAI Capital Management holds $41,875,819 across 10 REIT - Specialty names. WY ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
100,143 | $16,380,390 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
53,725 | $9,647,935 | |
| 3 | EQIX |
Equinix Inc
|
5,164 | $5,382,901 | |
| 4 | OUT |
OUTFRONT Media Inc.
|
115,157 | $3,772,542 | |
| 5 | IRM |
Iron Mountain Inc
|
22,736 | $2,871,783 | |
| 6 | WY |
Weyerhaeuser Co
This page
|
48,517 | $1,161,496 | |
| 7 | CCI |
Crown Castle Inc.
|
13,792 | $1,044,467 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
6,510 | $1,015,429 |
All Filings in WY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,496 | 48,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,024,887 | 41,952 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,997 | 42,254 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $954,043 | 38,485 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $965,841 | 37,596 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,098,263 | 37,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,074,907 | 38,185 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,317,526 | 38,911 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,136,508 | 40,032 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,449,758 | 40,372 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,379,464 | 39,674 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,243,324 | 40,552 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,440,058 | 42,974 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,929,223 | 64,030 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,314,956 | 74,676 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,578,968 | 55,286 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,231,964 | 37,197 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,602,146 | 42,273 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,816,614 | 44,114 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,439,695 | 40,475 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,412,906 | 41,049 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,471,917 | 41,346 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,395,719 | 41,626 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,278,893 | 44,842 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,204,103 | 53,611 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,541,551 | 90,947 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||